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Syncing Visitor Invitations in CRE Environments

Reverse Building Sync ensures that visitor invitations created in the Building Portal automatically appear in the relevant Tenant Portal β€” giving both teams full visibility into who's visiting, without any duplicate effort.

Written by Parth Sarvaiya

Before you begin

To use Reverse Building Sync, make sure the following are in place:

  1. The tenant must exist in the Building Portal and be linked (synced) to the building

  2. The tenant location must have Visitor Management enabled

  3. The Sync Building Invitation setting must be turned ON in the Tenant Portal & the visitor type used for syncing must be mapped correctly

Note: If any of these conditions are not met, the invite will remain in the Building Portal only and will not sync to the Tenant Portal.

How Reverse Building Sync works

When a Building admin creates a visitor invitation and selects a tenant:

  1. The invite is created in the Building Portal

  2. The system checks if the selected tenant is synced and has Visitor Management enabled

  3. If yes, a matching invite is automatically created in the Tenant Portal

  4. Both invites remain linked β€” updates to one are reflected in the other

Throughout the visitor lifecycle (invite creation, check-in, check-out, badge generation, card assignment), both portals stay aligned in real time.

Enabling Reverse Building Sync

Who can do this: Tenant admins

  1. Navigate to Tenant Portal -> Location Settings

  2. Locate the card titled "Sync Building Invitations"

  3. Toggle Reverse Building Sync to ON

  4. Map the correct Visitor Type to invitations syncing on the Tenant side

  5. Save your changes

Once enabled, any visitor invite created at the Building level for your tenant will automatically sync into your Tenant Portal.

Pre-registered visitor check-in experience

When a visitor receives a pre-registration invitation from the Building Portal:

  1. The visitor receives an invite email or SMS with a registration link

  2. They open the link on their own device (phone, tablet, or laptop)

  3. They are guided through a single, combined check-in flow that includes:

    • Default fields (name, email, mobile) β€” shown once even if both portals require them

    • Building questionnaires first, followed by Tenant questions next

    • Photo capture and NDA acceptance (if required by either portal)

  4. The visitor completes check-in in one seamless flow β€” no duplicate questions

  5. Once submitted, the visitor's status updates in both the Building and Tenant Portals

The iPad kiosk experience for Reverse Building Sync (for walk-in visitors at the front desk) will be available in the next phase. For now, pre-registered visitors can use this combined check-in flow on their own device.

Managing synced invites:

Once an invite is synced, the following actions stay in sync across both portals:

Action

Behavior

Update visitor details

Choose to update the profile only, or both the invite and profile. Changes reflect in both portals.

Change validity (Valid From / Valid To)

It can be achieved from Primary portal. Updates apply to the synced invite and any assigned credentials

Resend invite

Sent from the primary invite to avoid duplicate notifications.

Cancel invite

Cancels in both portals simultaneously.

Check-in / Check-out

Status and timestamp reflect in both portals.

Visitor Logs & Activity Logs

All visitor activity β€” check-ins, check-outs, badge events β€” is visible in both the Building and Tenant Portals for synced invites. It is also supported in the Global Overview -> Visitor Management Activity reports.

Physical card sync

When a building admin assigns a physical access card to a synced visitor:

  1. The card assignment is created in the Building Portal

  2. If card sync is enabled, the card automatically syncs to the Tenant Portal

  3. The card's validity matches the invite's validity and updates if the invite is changed.

The syncing of Physical Cards for visitor invites is driven by the β€œReverse Building Sync” setting configured at the portal level.

So, please verify that this setting is enabled.

If card sync is turned off at the time of assignment, you'll see a prompt:

Card sync blocked This keycard cannot be synced from the Building Portal because the card sync setting is currently turned off. Contact your system administrator to enable this setting. Would you like to assign this keycard locally instead?

Choose Save to assign the card locally in the Tenant Portal, or Cancel to step out and enable card sync first.

Filtering and exporting visitor data

A new Invite Origin filter helps you distinguish between invites created at the building versus the tenant level.

  1. Go to Visitor Logs or the Visitor Summary widget

  2. Click Filters

  3. Under Invite Origin, select one or both:

    • Building Created

    • Tenant Created

  4. By default, no filter is applied β€” you'll see all invites

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